Sage Capital Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sage Capital Management’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$494K	Buy	3,613 +7	+0.2%	+$903	0.19%	93
2026 Q1	$427K	Buy	3,606 +3	+0.1%	+$362	0.2%	96
2025 Q4	$410K	Buy	3,603 +6	+0.2%	+$672	0.19%	100
2025 Q3	$398K	Buy	3,597 +13	+0.4%	+$1.38K	0.18%	103
2025 Q2	$357K	Buy	3,584 +11	+0.3%	+$1.04K	0.17%	107
2025 Q1	$348K	Buy	3,573 +10	+0.3%	+$1.05K	0.19%	103
2024 Q4	$387K	Buy	3,563 +14	+0.4%	+$1.55K	0.2%	103
2024 Q3	$382K	Sell	3,549 -454	-11%	-$47.1K	0.18%	109
2024 Q2	$389K	Buy	4,003 +14	+0.4%	+$1.38K	0.2%	102
2024 Q1	$410K	Buy	3,989 +12	+0.3%	+$1.19K	0.22%	94
2023 Q4	$410K	Buy	+3,977	New	+$362K	0.25%	91

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Sage Capital Management's IJS Position: Q2 2026 in Review

Sage Capital Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.19% in Q2 2026, buying an estimated $903 and bringing the position to 3,613 shares worth $494K. The position accounts for 0.19% of the portfolio, ranked #93.

Sage Capital Management first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 315 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Sage Capital Management held 3,613 shares of iShares S&P Small-Cap 600 Value ETF worth $494K as of Q2 2026.
Sage Capital Management bought 7 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $903.
iShares S&P Small-Cap 600 Value ETF made up 0.19% of Sage Capital Management's portfolio in Q2 2026, its #93 holding.
Sage Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
315 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.